ESG integration is the combination of traditional financial analysis with the analysis of a company's sustainability. zCapital carries out the assessment of the sustainability profile itself. We have one of the largest research teams for the analysis of Swiss equities and are in close contact with executives of companies in the investment universe. The knowledge we have built up over the years forms the basis to comprehensively assess the sustainability of a company.
The zCapital Swiss ESG Fund excludes manufacturers of controversial weapons. In addition, companies that materially violate the principles of the UN Global Compact or generate more than 5% of sales from the production of nuclear or coal-fired power, coal mining, fracking, oil sands, tobacco, pornography, gambling, armaments or civilian weapons are not invested in.
We raise shareholder concerns and address relevant ESG issues in over 600 meetings with Executive Board Members each year. The aim is to motivate companies to act sustainably. When necessary, members of the Board of Directors are contacted, written questions are submitted or requests for items to be placed on the agenda of the annual general meeting are made.
zCapital always registers shares in the share register and does not engage in securities lending. Voting rights are exercised consistently. zCapital thereby acts independently. The voting decision is based on internal guidelines and considers both financial aspects and ESG criteria.